Join Us for an Educational & Informative Workshop.
Attorney Ashleigh Gelinas, Rollstone’s Senior Trust Advisor, will cover topics such as:
- the differences between a will and a trust
- types of trusts
- how a trust can be part of a well-rounded estate plan
- and more
When: Tuesday, June 20, 5:30 pm.
Where: 24 Monument Square, Leominster
Light refreshments will be served.
Securities and advisory services are offered through LPL Financial Services (LPL), a registered investment advisor and broker/dealer (member FINRA/SIPC). Insurance products are offered through LPL or its licensed affiliates. Rollstone Bank & Trust and Rollstone Investment Services are not registered as a broker-dealer or investment advisor. Registered representatives of LPL offer products and services using Rollstone Investment Services, and may also be employees of Rollstone Bank & Trust. These products and services are being offered through LPL or its affiliates, which are separate entities from, and not affiliates of, Rollstone Bank & Trust or Rollstone Investment Services. Securities and insurance offered through LPL or its affiliates are:
|Not Insured by FDIC or Any Other Government Agency
|Not Bank Guaranteed
|Not Bank Deposits or Obligations
|May Lose Value
The LPL Financial registered representatives associated with this website may discuss and/or transact business only with residents of the states in which they are properly registered or licensed. No offers may be made or accepted from any resident of any other state.